Job Description

Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager to join a dynamic and friendly team. This role involves managing a diverse book of business, providing exceptional service to clients, and contributing to the growth and success of the organization. The ideal candidate will be a self-starter with a strong background in commercial insurance, excellent communication skills, and a proven ability to manage a full book of business independently. This position offers the flexibility of working remotely 90% of the time, with occasional in-office meetings.

Compensation Package

• Salary: $70,000 - $85,000 annually (up to $90,000 for exceptional candidates, depending on experience)
• Benefits:
  • Medical, dental, and vision insurance
  • Company-provided equipment for remote work
  • Opportunities for professional growth and development
  • Collaborative and supportive work environment with regular team-building activities

Responsibilities

• Manage a book of business valued at over $1.5 million, with accounts ranging from $5,000 to $500,000.
• Handle claims and payment assistance for clients.
• Conduct policy renewals, coverage reviews, pricing, and delivery.
• Support new business sales, including sourcing, quote preparation, and presentation.
• Prepare Acord and application forms.
• Manage inbound and outbound sales and service phone calls.
• Perform data entry and maintain records in the Applied Systems Epic agency management system.
• Collaborate with MGAs and underwriters to ensure optimal client solutions.
• Utilize Microsoft Outlook, Word, and Excel for daily tasks.
• Participate in occasional in-office meetings (approximately 8 times per year).
• Take on additional responsibilities and learn new skills as needed.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years of experience in commercial insurance, with a strong background in surplus lines.
• Technical Skills: Proficiency in Microsoft Outlook, Word, and Excel. Experience with Applied Systems Epic is preferred.
• Soft Skills:
  • Personable and approachable demeanor.
  • Strong team player with a collaborative mindset.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and manage multiple priorities effectively.
  • Detail-oriented with strong organizational skills.

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